Contents. vii

Preface. vii

Audience for this Guide. vii

How to Use this Guide. vii

Other Information Sources. vii

Writing Conventions in this Document viii

Your Feedback. viii

Chapter 2 Before You Begin.. 9

Overview.. 9

Standard Features. 9

Buttons and Functions. 10

Login. 11

chapter 3 Organization Structure.. 12

Organization Chart. 12

Position Chart 13

Add Position. 14

Properties. 15

Departments Chart 16

Employees. 17

Add Employees. 17

Edit Employee. 18

Employee Substitution. 19

chapter 4 Form Management.. 20

Form Builder. 20

Design Form.. 22

Label Placement Type. 23

Controls. 24

Menu Builder. 27

Add Menu. 28

Chapter 5 Workflow Designer.. 29

Workflow Designer. 29

Workflow Activity Library. 31

Chapter 6Workflow Monitor.. 34

Chapter 7 User side.. 36

Comments & Attachments. 39

Chapter 8Glossary.. 40

Reader’s Comment Form.. 41